See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $235,044 | $115,770+103.0% | $101,248+132.1% | $158,922+47.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 37.49% | 56.14%-18.6pp | 46.47%-9.0pp | 302.83%-265.3pp |
| Employer contribution / active EE | $3,098 | $4,175-25.8% | $3,660-15.4% | $4,761-34.9% |
| Participant deferral / active EE | $9,322 | $4,957+88.1% | $4,370+113.3% | $5,982+55.8% |
| Admin fee / account holder | $2,272 | $7,245-68.6% | $5,945-61.8% | $11,246-79.8% |